Lead Tactical Analyst

lloyds banking group; Leeds; On-site; GBP 39,000 - 45,000; Full time

Job summary

A leading financial services group is looking for a Lead Tactical Analyst in Leeds, also covering Edinburgh and Halifax. This full-time hybrid role involves supporting operational teams and ensuring efficient customer experiences through data analysis and insights. Candidates should possess strong numeracy, collaboration skills, and experience in workforce planning, with an emphasis on accuracy and effective communication. The team values a dedicated and enthusiastic approach to problem-solving and development.

Benefits

Generous pension contribution of up to 15%

Annual performance-related bonus

Share schemes including free shares

Discounted shopping benefits

28 days' holiday plus bank holidays

Wellbeing initiatives and parental leave policies

Qualifications

• Proven experience in statistics and analytics.
• Knowledge of financial services, particularly IP&I products.
• Ability to manage multiple deliverables while meeting expectations.

Responsibilities

• Lead meetings with colleagues up to Head of Function level.
• Identify trends and analyze data to provide recommendations.
• Support and develop your team to ensure goal delivery.
• Conduct 'what if' assessments on changing requirements.
• Lead operational resilience for excellent customer experience.
• Utilize tools for capability maximization and AI forecasting.
• Identify process and service improvements.
• Take ownership of specific tasks to completion.

Skills

Numeracy skills

Strong collaboration skills

Analytical curiosity

Problem-solving approach

Excellent Excel skills

Power BI skills

Power Query skills

PowerPoint skills

Job description

End Date

Wednesday 17 December 2025

Salary Range

£39,825 - £44,250

Flexible Working Options

Hybrid Working, Job Share

Job Title

Lead Tactical Analyst

Location

Edinburgh/Leeds & Halifax

Hours

Full‑time

Working Pattern

Hybrid where at least two days, or 40% of our time, is spent in the office.

About this opportunity

Workforce Planning play an important role in supporting the delivery of the Group’s purpose by ensuring the operational, customer facing teams have the right people, in the right place, at the right time, to deliver the best possible customer experience.

Our purpose is to influence efficient and effective customer experience through trusted judgement, analysis and insight. Building relationships with internal customers and colleagues (operational leadership / finance / data and commercial teams) is key to our success along with the ability to ensure data driven forecasts and insights are accurate, clear and appropriate.

We’re looking for a Lead Tactical Analyst to join our team in Insurance, Pensions & Investments (IP&I) to support planning our operational, customer facing teams. You should be numerate, proactive, possess excellent accuracy and decision‑making skills and be able to handle multiple deliverables whilst managing/meeting expectations individually and with your team.

The role is hybrid and Edinburgh/Leeds/Halifax based as working closely with our operational teams is essential. This is a full‑time role of 35 hours per week.

Applications are encouraged from candidates with knowledge of statistics & analytics, workforce planning and with a knowledge of financial services particularly IP&I products desired.

About Us

Insurance, Pensions & Investments (IP&I) help personal and business customers with their long‑term protection, retirement, and investment needs.

Within IP&I Chief Operating Office (COO) our primary focus is our customers and colleagues. We’re passionate about making a difference whilst keeping the customer at the heart of everything we do. We’re committed to improving customer experience, simplifying our business and making IP&I COO a great place to work for our colleagues.

What you’ll need

• Numeracy skills
• Strong collaboration skills
• Simplify and translate sophisticated thoughts to engage a senior audience, both through written and verbal/face to face presentation
• Analytical curiosity (interpret data and provide recommendations)
• A problem‑solving approach
• A positive and professional manner
• Coaching and developing colleagues
• Drive, passion and enthusiasm
• A willingness to learn and confidence in your own ability
• Excellent Excel, Power BI, Power Query and PowerPoint skills (desired)

The role will involve

• Leading meetings with various levels and groups of colleagues up to Head of Function level
• Identifying trends with and analysing data to provide recommendations
• Supporting your team to grow and develop, ensuring delivery in line with goals
• Completing ‘what if’ assessments to understand the impact of changing requirements upon the customer facing teams
• Taking a lead role in operational resilience and tactical business actions to deliver a brilliant customer experience
• Utilising tools to maximise capability and utilisation and leadership of best practice in AI forecasting
• Looking for opportunities to enhance own skills and knowledge within your team and the department
• Identifying areas of improvement to processes and service
• Owning specific tasks and take these through to completion

About working for us

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we’re committed to creating an environment in which everyone can thrive, learn and develop.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long‑term health or neurodivergent condition through the Disability Confident Scheme.

We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

Benefits

• A generous pension contribution of up to 15%
• An annual performance‑related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 28 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

Want to do amazing work, that’s interesting and makes a difference to millions of people?

Join our journey!!

This advertisement may close earlier than the stated deadline if we receive a high volume of applications. To ensure your application is considered, we encourage you to apply as soon as possible.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values‑led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.